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Senior Financial Analyst
2 months ago
The American Federation of Musicians and Employers' Pension Fund (AFM-EPF) is a defined benefit multi-employer pension plan for members of the American Federation of Musicians.
Job Summary:
The Senior Accountant is responsible for maintaining accurate and timely accounting data for AFM-EPF. The responsibilities include preparing and analyzing financial information, reconciling accounts and resolving account discrepancies, as well as providing concise recommendations to improve results and performance.
Key Responsibilities:
- Process pension checks stops, death stops/reclaims, and reissuing requests.
- Prepare and execute the monthly pension payments to over 50,000 Fund pensioners.
- Maintain up-to-date notes to all relevant pension spreadsheets and related profiles in MAX.
- Reconcile the Pension monthly benefits and contributions spreadsheet.
- Review monthly lump sum pension payments to ensure accuracy prior to Bank processing.
- Process the Locals annual agreement for remitting pension payments to the Fund.
- Support annual audit and tax filings.
- Manage and process the remote bank deposits for checks received daily.
- Serve as backup to Assistant Accounting Manager regarding AP/AR processes.
- Perform miscellaneous specific fund reporting or projects requested by Accounting Manager or Director of Finance.
Requirements:
- Bachelor's degree in accounting, finance, or a related field.
- 3+ years of accounting, bookkeeping, or financial analysis experience.
- Proficiency in Microsoft 365 (Excel, Outlook, Word, Teams, etc.).
- Knowledge and ability to use Business Central or similar accounting ERP software.
- Strong written and verbal communication skills.
- Strong interpersonal, communication, analytical, and conceptual skills required.
Preferred Qualifications:
- Master's degree in a related field.
- Experience developing and streamlining processes.
- Knowledge of defined benefit pension plans.
- Non-profit accounting principles.
- Positive, can-do attitude with a solutions-oriented approach to your work.
